iShares MSCI ACWI SRI UCITS ETF USD Acc (CBUY.DE)
CBUY.DE is a passive ETF by iShares tracking the investment results of the MSCI ACWI SRI Select Reduced Fossil Fuel. CBUY.DE launched on Mar 22, 2023 and has a 0.20% expense ratio.
ETF Info
| ISIN | IE000JTPK610 |
|---|---|
| WKN | A3D8NX |
| Issuer | iShares |
| Inception Date | Mar 22, 2023 |
| Category | Global Equities |
| Index Tracked | MSCI ACWI SRI Select Reduced Fossil Fuel |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large |
Asset Class Style | Blend |
Expense Ratio
CBUY.DE has a high expense ratio of 0.20%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares MSCI ACWI SRI UCITS ETF USD Acc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares MSCI ACWI SRI UCITS ETF USD Acc had a return of 5.95% year-to-date (YTD) and 18.20% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.95% | 8.76% |
| 1 month | 0.45% | -0.32% |
| 6 months | 13.30% | 18.48% |
| 1 year | 18.20% | 25.36% |
| 5 years (annualized) | N/A | 12.60% |
| 10 years (annualized) | N/A | 10.71% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.91% | 2.79% | 2.71% | -2.64% | ||||||||
| 2023 | -4.14% | 6.83% | 3.90% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of CBUY.DE is 76, placing it in the top 24% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
CBUY.DE (iShares MSCI ACWI SRI UCITS ETF USD Acc)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI ACWI SRI UCITS ETF USD Acc (CBUY.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI ACWI SRI UCITS ETF USD Acc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares MSCI ACWI SRI UCITS ETF USD Acc was 8.73%, occurring on Oct 30, 2023. Recovery took 29 trading sessions.
The current iShares MSCI ACWI SRI UCITS ETF USD Acc drawdown is 1.53%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.73% | Jul 28, 2023 | 67 | Oct 30, 2023 | 29 | Dec 8, 2023 | 96 |
| -4.83% | Apr 2, 2024 | 14 | Apr 19, 2024 | — | — | — |
| -2.65% | Apr 19, 2023 | 6 | Apr 26, 2023 | 14 | May 17, 2023 | 20 |
| -2.57% | Jun 15, 2023 | 8 | Jun 26, 2023 | 6 | Jul 4, 2023 | 14 |
| -2.14% | Jul 5, 2023 | 4 | Jul 10, 2023 | 10 | Jul 24, 2023 | 14 |
Volatility
Volatility Chart
The current iShares MSCI ACWI SRI UCITS ETF USD Acc volatility is 3.20%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.